Skip to main content

LYELL WEALTH MANAGEMENT, LP

Position in OUNZ — OUNZ ETF

CIK 1686444 MENLO PARK, CA

All Filings in OUNZ

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,287,036 59,265
2026-03-31 $3,750,187 83,245
2025-12-31 $2,563,256 61,795
2025-09-30 $2,844,849 76,495
2025-06-30 $1,906,862 59,795
2025-03-31 $1,802,221 59,795
2024-12-31 $1,256,524 49,665
2024-09-30 $1,260,994 49,665
2024-06-30 $1,115,475 49,665
2024-03-31 $681,238 31,715
2023-12-31 $576,744 28,895
2023-09-30 $516,931 28,895
2023-06-30 $537,447 28,895
2023-03-31 $551,894 28,895
2022-12-31 $511,152 28,895
2022-09-30 $466,076 28,895
2022-06-30 $506,529 28,895
2022-03-31 $544,092 28,895
2021-12-31 $513,753 28,895
2021-09-30 $493,815 28,895
2021-06-30 $497,571 28,895